Retireful LLC’s MSCI MSCI Stock Holding History

Retireful LLC’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,019	Closed	-$2.25M	–	131
2024 Q1	$2.25M	Buy	+4,019	New	+$2.26M	0.94%	46
2023 Q2	–	Sell	-1,521	Closed	-$851K	–	105
2023 Q1	$851K	Buy	+1,521	New	+$805K	0.27%	26

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retireful LLC's MSCI Position: Q2 2024 in Review

Retireful LLC sold out of MSCI (MSCI) in Q2 2024, closing a stake of 4,019 shares — an estimated $2.25M sold.

Retireful LLC first reported a position in MSCI in Q1 2023 and held it in 2 quarters. The position peaked at $2.25M in Q1 2024. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

Retireful LLC reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
Retireful LLC sold 4,019 MSCI shares in Q2 2024, an estimated $2.25M.
Retireful LLC first reported a position in MSCI in Q1 2023 and held it in 2 quarters.
Retireful LLC's MSCI position peaked at $2.25M in Q1 2024.
936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Retireful LLC's 13F filing for Q2 2024, filed 1 Aug 2024.